docs: update all documentation and add AI tooling configs
- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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---
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name: 'step-01c-offer-extract'
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description: 'Offer optional step to extract information from existing communications or documents'
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# File References
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nextStepFile: './step-01d-extract-info.md'
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workflowFile: '../workflow.md'
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---
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# Step 3: Offer to Extract Information from Communications
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## STEP GOAL:
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Offer the user the optional opportunity to provide existing communications or documents from which key information can be extracted to inform the alignment document.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- 🛑 NEVER generate content without user input
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- 📖 CRITICAL: Read the complete step file before taking any action
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- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
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- 📋 YOU ARE A FACILITATOR, not a content generator
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
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- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
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- ✅ We engage in collaborative dialogue, not command-response
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- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
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- ✅ Maintain a supportive and clarifying tone throughout
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### Step-Specific Rules:
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- 🎯 Focus only on offering the extraction option and capturing user decision
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- 🚫 FORBIDDEN to force users to provide documents - this is optional
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- 💬 Approach: Present the option clearly, respect skip decisions
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- 📋 If user provides documents, route to extract step; if not, skip to detect starting point
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## EXECUTION PROTOCOLS:
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- 🎯 Present the extraction offer clearly
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- 💾 Note whether user has communications to share
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- 📖 This is an optional enhancement step
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- 🚫 Do not pressure user to provide documents
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## CONTEXT BOUNDARIES:
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- Available context: User's situation and routing from steps 01a-01b
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- Focus: Offering document extraction as an optional enhancement
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- Limits: Do not begin extraction until user provides documents
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- Dependencies: step-01b must be completed with alignment path confirmed
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Ask If They Have Relevant Communications or Documents
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Ask if they have relevant communications or documents:
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"Do you have any email threads, chat conversations, documents, or other materials from clients or stakeholders about this project?
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If you do, I can extract key information from them - things like:
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- Realizations or observations they've mentioned
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- Requirements they've discussed
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- Concerns or questions they've raised
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- Context about the project
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- Existing documentation or specifications
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This can help us create a more informed alignment document. You can paste the content here, share the communications, or upload documents, and I'll extract the relevant information."
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### 2. Handle Decision Point
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**If user provides communications/documents**:
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Continue to step-01d-extract-info.md
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**If user doesn't have any or skips**:
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Skip to step-01e-detect-starting-point.md
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### 3. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to step-01d-extract-info (if documents provided) or step-01e-detect-starting-point (if skipping)"
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#### Menu Handling Logic:
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- IF C: Load, read entire file, then execute {nextStepFile} (or step-01e if skipping extraction)
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- IF M: Return to {workflowFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- ONLY proceed to next step when user selects 'C'
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- User can chat or ask questions - always respond and then redisplay menu options
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## CRITICAL STEP COMPLETION NOTE
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ONLY WHEN the user has decided whether to provide documents or skip will you then load and read fully `{nextStepFile}` to execute and begin the next step.
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- User is offered the extraction option clearly
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- User's decision (provide or skip) is respected
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- Correct routing based on user's choice
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### ❌ SYSTEM FAILURE:
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- Pressuring user to provide documents
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- Skipping the offer entirely
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- Proceeding without user input on their choice
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**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
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